Successful live collections
Record grain: transaction
Date basis: Payment date; gross successful live amount
Rules: Other currencies, test and refunded transactions excluded
Payments & invoices · Google Sheets sample
GoHighLevel Payment Collections report template
Analyze successful payment collections, transaction counts, and payment types. Use this view when the decision concerns money collected rather than deals marked won.
Payment Collections
Invented sample · Fixed as of October 13, 2026 · USD · America/Chicago
Change filters to explore the sample locally. No account connection.
Successful live collections$4,450.00Payment date; gross successful live amount
Successful transactions3Recorded date in selected period
Recorded refund amounts$200.00Recorded refund-row date; not a reconstructed refund ledger
Failed live transactions1Recorded date in selected period
Collections over time
2026-10-01–2026-10-13 · Daily · Payment date
View chart data
| Group | Value |
|---|---|
| 2026-10-01 | $0.00 |
| 2026-10-02 | $0.00 |
| 2026-10-03 | $0.00 |
| 2026-10-04 | $1,000.00 |
| 2026-10-05 | $0.00 |
| 2026-10-06 | $700.00 |
| 2026-10-07 | $0.00 |
| 2026-10-08 | $2,750.00 |
| 2026-10-09 | $0.00 |
| 2026-10-10 | $0.00 |
| 2026-10-11 | $0.00 |
| 2026-10-12 | $0.00 |
| 2026-10-13 | $0.00 |
Collections by payment type
View chart data
| Group | Value |
|---|---|
| One-time | $1,700.00 |
| Recurring | $2,750.00 |
| Payment | Customer | Recorded date | Status | Amount | Invoice link |
|---|---|---|---|---|---|
| Payment p1 | Ava Wilson | 2026-10-04 | Successful | $1,000 | i1 |
| Payment p2 | Ava Wilson | 2026-10-06 | Successful | $700 | i1 |
| Payment p3 | Ava Wilson | 2026-10-07 | Refunded | $200 | Unresolved |
| Payment p4 | Ethan Brooks | 2026-10-08 | Successful | $2,750 | i2 |
| Payment p7 | Lucas Reed | 2026-10-10 | Failed | $450 | Unresolved |
What the metrics mean
Successful transactions
Record grain: transaction
Date basis: Recorded date in selected period
Rules: One contributing record per typed ID
Recorded refund amounts
Record grain: transaction
Date basis: Recorded refund-row date; not a reconstructed refund ledger
Rules: One contributing record per typed ID
Failed live transactions
Record grain: transaction
Date basis: Recorded date in selected period
Rules: One contributing record per typed ID
Required data and boundaries
- Successful live transactions
- Contacts
- Invoices and current balances
Test, failed, and other-currency transactions are separated from the displayed sum. Gross collections and current refunded totals must not be confused with accounting revenue.
Gross collections and separately recorded refund amounts are not accounting revenue or profit. Refund event dates, amount units and provider references require validation.
CRM coverage only · USD; other currencies excluded. Financial units and relationship namespaces are simulated, not provider-validated.
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